See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,054 | $202,318-85.1% | $172,739-82.6% | $152,861-80.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 28.19% | 1029.65%-1001.5pp | 802.84%-774.6pp | 345.32%-317.1pp |
| Employer contribution / active EE | $4,886 | $5,856-16.6% | $5,143-5.0% | $4,762+2.6% |
| Participant deferral / active EE | $5,080 | $5,948-14.6% | $5,198-2.3% | $5,850-13.2% |
| Admin fee / account holder | $438 | $17,109-97.4% | $13,954-96.9% | $11,596-96.2% |